Your financial planner:
an ally in achieving your financial objectives.
It’s no secret that setting goals and planning properly to achieve them is a recipe for success in all spheres of life. Giverny Capital is registered as a financial planning firm with the Autorité des marchés financiers. We help our clients who entrust us with the management of their wealth to realize their dreams and obtain the financial freedom to which they aspire.
Part of our team is dedicated to financial planning, and it is with commitment that its members will support you in this process.
Financial planning, a rigorous and dynamic process
- Legal aspects
- Insurance and risk management
- Retirement and succession
Throughout your life journey, your financial planner will follow the progression of your financial situation, but also the evolution of your needs and your priorities. Financial planning is an ongoing process, and your Giverny Capital financial planner is a long-term ally.